See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,402 | $72,277-69.0% | $101,248-77.9% | $79,858-71.9% |
| Participation rate | 41.2% | 68.5%-27.3pp | 75.8%-34.6pp | 69.6%-28.5pp |
| Annual return | 20.73% | 22.30%-1.6pp | 46.47%-25.7pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,158 | $2,692-57.0% | $3,660-68.4% | $2,471-53.1% |
| Participant deferral / active EE | $1,888 | $3,282-42.5% | $4,370-56.8% | $3,740-49.5% |
| Admin fee / account holder | $245 | $4,400-94.4% | $5,945-95.9% | $5,306-95.4% |